Loan Partner Specialist
4 days ago
Responsibilities:
* Coordinate and prepare documentation necessary for verifications and underwriting, including loan files, loan packages, credit reports, and additional mortgage application paperwork.
* Verify the accuracy of loan package documents and submit any discrepancies to the loan officer/loan originator.
* Serve as the primary point of contact and liaison between clients, branch manager, and assigned mortgage loan originator, conducting meetings to coordinate follow-up items.
* Respond to customer and in-house inquiries on transactions as needed to provide superior customer service.
* Screen and make calls, book appointments, and provide administrative support as required.
Qualifications:
* Strong understanding of loan financing options, including conventional loans, FHA, VA, adjustable/fixed, commercial loans, etc.
* NMLS license or training is not required, but is desired.
* Excellent customer service and communication skills, with a willingness to go above and beyond for customers and team.
* Proficiency in MS Office is required; CRM, MLS, DU, and proprietary mortgage software are preferred.
* A preferred degree in banking or finance, and a high school diploma or equivalent is required.
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